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IYSMX vs VSCIX
IYSMX vs VSCIX Comparison
Open Charts IYSMX vs VSCIX
Macquarie Smid Cap Core Fund
Price$15.66
Change+$0.21 (+1.36%)
VolumeN/A
Net Assets320.08M
Vanguard Small Cap Index I
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
IYSMX vs VSCIX Comparison Chart
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IYSMX vs. VSCIX commentary
May 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IYSMX is a Buy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 140B vs. IYSMX (320M). VSCIX pays higher dividends than IYSMX: VSCIX (1.57) vs IYSMX (0.13). IYSMX was incepted earlier than VSCIX: IYSMX (12 years) vs VSCIX (28 years). IYSMX (1.52) is less costly to investors than VSCIX (0.04). IYSMX (13.00) and VSCIX (13.00) have comparable annual turnover. IYSMX has a lower initial minimum investment than VSCIX: IYSMX (0) vs VSCIX (5000000). IYSMX annual gain was more profitable for investors over the last year : 0.98 vs. VSCIX (-0.06). VSCIX return over 5 years is better than : 65.30 vs. IYSMX (7.21).
| IYSMX | VSCIX | IYSMX / VSCIX | |
| Total Expense Ratio | 1.39 | 0.04 | 3,475% |
| Annual Report Gross Expense Ratio | 1.52 | 0.04 | 3,800% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | -7.597 | -8.389 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 140B | 0% |
| Annual Yield % from dividends | 0.13 | 1.57 | 8% |
| Returns for 1 year | 0.98 | -0.06 | -1,626% |
| Returns for 3 years | -7.12 | 20.38 | -35% |
| Returns for 5 years | 7.21 | 65.30 | 11% |
| Returns for 10 years | -9.13 | 88.39 | -10% |
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